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Big-Tech, Bonds, & Bitcoin Dump; Black Gold Jumps As US-Iran Brinksmanship Builds

...Hormuz hope fades again as AI's circular financing fears reawakened...

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zerohedge.com

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AI · summaries

zerohedge.com14 h fa

Oil rallies amid ongoing geopolitical risk, seeing yields move higher - Newsquawk US Market Wrap

Oil prices rallied on Strait of Hormuz tensions; Trump demanded Iran compensation while Tehran issued six counter-demands including sanctions relief. Geopolitical uncertainty lifting energy inflation complicates Fed rate policy and postpones tech capex decisions.

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swissinfo.ch16 h fa

Stocks Wobble on Hormuz Standoff as Nvidia Sinks: Markets Wrap

$500B Nvidia funding, Intel $15B offering, Microsoft chip scale-up: AI capex accelerates despite oil >$87 and rising Fed rate expectations. Tech managers face inflation-rate tradeoff: AI budgets stay strong but energy costs and potential hikes pressure ROI—Wednesday's CPI determines H2 investment pace.

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Timeline cronologica

lunedì 10 agosto 2026·swissinfo.ch
Stocks Wobble on Hormuz Standoff as Nvidia Sinks: Markets Wrap
(Bloomberg) -- A rally in oil prices left stocks wavering while bond yields climbed, with trader anxiety building just days ahead of key inflation reports.
lunedì 10 agosto 2026·zerohedge.com
Big-Tech, Bonds, & Bitcoin Dump; Black Gold Jumps As US-Iran Brinksmanship Builds
...Hormuz hope fades again as AI's circular financing fears reawakened...